After working for a major international brokerage firm, along with my own private asset management company, for nearly 20 years, I’ve seen it all when it comes to money management. From family feuds over inheritances to middle-class families being able to afford college for their kids, the profession offered me a front-row seat to the highs and lows of personal finance.
But through all the ups and downs, a few immutable truths revealed themselves time and time again. Here are the most important lessons I’ve garnered from my nearly two decades in the industry.
